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🤖 Automations

Automate repetitive actions and create intelligent workflows.

📋 What are Automations?

Automations are “IF this THEN do that” rules:

✨ What Can You Automate?

Assignments

Distribute conversations automatically

Messages

Automatic responses

Labels

Apply tags

Priorities

Change priority

Status

Change conversation status

Notifications

Notify agents/managers

🆕 Create Automation

  1. “Settings”“Automations”
  2. “New Automation”
  3. Configure:

Name

Event (Trigger)

When rule is triggered:
  • 📥 Conversation created
  • 💬 Message created
  • Conversation updated
  • 👤 Contact created/updated

Conditions (Filters)

When to apply rule:

Actions

What to do:
  1. Activate and Save

🎯 Practical Examples

1. Auto-response After Hours

Trigger: Message created
Conditions:
Actions:

2. Prioritize VIPs

Trigger: Conversation created
Conditions:
Actions:

3. Routing by Keyword

Trigger: Message created
Conditions:
Actions:

💡 Best Practices

Design

One responsibility: Each automation does one thing
Descriptive name: “VIP - Assign to Senior”
Test first: Activate in 1 inbox first
Document: Explain why it exists

Performance

Specific conditions: Avoid very broad automations
Disable unused: Remove unused rules
Monitor: Check logs regularly

Maintenance

Review quarterly: Rules still make sense?
Optimize: Combine similar rules
Update: Processes change, rules too

🚀 Next Steps

Macros

Manual actions with 1 click

Bots

Complex automated conversations